Calculators and Resources

Planning Calculators & Resources

PLANNING CALCULATORS AND RESOURCES

Do you know what it takes to work towards a secure retirement? Use this retirement calculator provided courtesy of Bankrate.com to benchmark your retirement plan. View your retirement savings balance and calculate your withdrawals for each year. Social security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your social security benefits up to, but not over, the maximum.

Click Here or on the picture to the right to see if you are on track to reach your financial freedom goals.

Compound Interest Calculator - Determine how much your money can grow using the power of compound interest. Money handed over to a fraudster won’t grow and won’t likely be recouped. So before committing any money to an investment opportunity, use the “Check Out Your Investment Professional” search tool below the calculator to find out if you’re dealing with a registered investment professional.

Life Insurance Quotes - Interested in discovering how affordable Life Insurance can be? Our affiliate, Noble Street Financial, LLC. provides you with a easy to use website that allows you to get quick life insurance and other risk management insurance quotes. Should you have any questions, need assistance with quoting or filling out the application we are more that happy to assist you.

Backtest Your Portfolio - This online portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs and stocks to analyze and backtest portfolio returns, risk characteristics, standard deviation, annual returns and rolling returns. The results include a visualization of the portfolio growth chart and rolling returns, CAGR, standard deviation, Sharpe ratio, Sortino ratio, annual returns and inflation adjusted returns. A periodic contribution or withdrawal can also be specified together with the preferred portfolio rebalancing strategy.

Run A Monte Carlo Simulation -This online Monte Carlo simulation tool provides a means to test long term expected portfolio growth and portfolio survival based on withdrawals, e.g., testing whether the portfolio can sustain the planned withdrawals required for retirement or by an endowment fund. The following simulation models are supported for portfolio returns

Noble Street Wealth Management and Noble Street are marketing names for The RSD Group, LLC.

Follow Us